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May 9, 2025 52 mins

Logan and Don explain the strategic approach to withdrawal in retirement.  They also explain how they search for dangerous “red flags” when meeting with someone about their retirement.  These could include a lack of real downside protection and proper diversification.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

 

See omnystudio.com/listener for privacy information.

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